Building a Bridge to Your Successful Future

by | Sep 3, 2024 | Newsletter

Planning for a successful future often takes years. And even the most forward-thinking plans can run into unexpected obstacles that can add more time to achieving your goals—perhaps more time than you’re comfortable with. How can you minimize the time you need to...

Handcuffing Key Employees NQDC Plans

by | Aug 20, 2024 | Newsletter

Keeping key employees committed to your business is an essential strategy for building business value. It’s also a crucial part of planning for a successful future, including your eventual business exit. There are many strategies you can use to retain key employees....

There’s More to Value Than Revenue

by | Aug 7, 2024 | Newsletter

Revenue and profitability are generally good indicators of your company’s strength. However, when it comes to planning for a successful future, they are far from the only things that determine your company’s strength. As you plan and perhaps approach your exit from...

Pursuing Financial Independence Legally

by | Jul 16, 2024 | Newsletter

Achieving financial independence is the most important goal for business owners who want to exit their businesses successfully. The importance of achieving this goal is so great that it may be tempting to take legally nebulous routes to achieving it. Let’s look at a...

Getting Along With Your Advisors

by | Jul 2, 2024 | Newsletter

A huge perk of running your own business is getting to do it your way. This can make planning for a successful future challenging for some business owners because they need to be comfortable with giving up control of certain aspects. And if they don’t agree with their...

Converting Your Business to a Non-Profit

by | May 21, 2024 | Newsletter

Converting your business to a non-profit is a valid exit strategy. However, there are important things to consider if you choose this path. Here are a few things you should think about if you’re considering converting your business to a non-profit, using a short...